The story
One inquiry, start to finish.
Meet Emma. She's planning a wedding, she found you at 9 PM on a Tuesday, and this is what your Blueprint setup does next, without you touching a thing.
InquiryTuesday, 9:04 PM
Emma inquires. You're at dinner.
Two minutes later she has a warm reply, your pricing guide and a link to book a call with you, while every other vendor answers tomorrow.
Runs automatically
- Warm reply sent · 9:06 PM
- Pricing guide delivered · 9:06 PM
- Book-a-call link included · 9:06 PM
The consultFriday, 11:00 AM
She meets you, the only part that's you.
A decision this big starts with a real conversation. Emma picks a time on your scheduler, no back-and-forth, and you just show up and win her over.
Runs automatically
- Consult booked from your scheduler
- Confirmation + reminders scheduled
- Prep notes attached to her project
BookingFriday afternoon
She books in one sitting.
An hour after the call, her proposal, contract and invoice arrive as one polished Smart File. She reads, signs and pays before dinner.
Runs automatically
- Proposal, contract & invoice in one file
- Signed at 4:52 PM
- Retainer paid at 4:55 PM
Onboardingthe moment she pays
She instantly feels taken care of.
Payment triggers the welcome email and questionnaire on their own. No sticky note, no "I owe Emma an email."
Runs automatically
- Welcome email fired on payment
- Onboarding questionnaire sent
- Client portal handed off
Fulfillmentthe months between
Every check-in fires right on time.
Timeline requests, reminders and check-ins are scheduled off the wedding date. Emma feels remembered; you feel free.
Runs automatically
- Timeline request · 60 days out
- Final details check-in · 14 days out
- Week-of reminder scheduled
Offboardingafter the wedding
The thank-you that turns into your next booking.
A classy thank-you, the sneak peek, then a perfectly-timed review ask. Happy couples become referrals on autopilot.
Runs automatically
- Thank-you sent · day 2
- Sneak peek delivered · day 5
- Review request · day 30
Every email, Smart File and automation in that story is in the Blueprint, word for word, click for click.
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